Overview
Lexidesk connects directly to the most common CRMs and practice management systems law firms use, so every lead and client conversation lands in your system automatically.
This article shows you where to find integrations in the Lexidesk dashboard, how to connect one in about two minutes, and how to choose which conversations get sent.
For the full, up-to-date list of every tool Lexidesk supports (native and via custom webhook), see lexidesk.ai/integrations.
If your tool isn't on the list of native integrations, you can still connect it using a custom webhook. See How to connect Lexidesk to any CRM or tool with a custom integration.
How to connect a native integration
Every native integration follows the same three-step pattern inside Lexidesk. The only thing that changes is the sign-in step for your specific CRM.
Step 1: Open the Integrations tab for your agent
Go to Agents in the Lexidesk dashboard.
Select the agent you want to configure. Each agent has its own set of integrations.
Click Configure.
Open the Integrations tab.
You'll see a card for every supported tool.
Step 2: Click the card for your CRM or PMS and sign in
Click the card for the tool you want to connect. You'll be prompted to sign in to that tool and authorize Lexidesk to send data to it.
A few notes depending on the tool:
Clio Grow needs an inbox lead token from your Clio Grow account, not a standard sign-in. Lexidesk will show you a field to paste that token.
Clio Manage, HubSpot, GoHighLevel, and Lawmatics use a standard sign-in flow. You log in to the CRM in a popup, confirm the permissions, and you're sent back to Lexidesk.
Step 3: Choose which conversations to send, then save
Once you're signed in, Lexidesk asks Which conversations should be sent? with three options:
Only New Leads - prospect clients enquiring about new matters. Pick this if your CRM or PMS is used for intake and new-business pipeline.
Only Existing Clients - current clients calling about active matters. Pick this if you want updates on existing-client calls flowing to your system.
Both - all client conversations (leads and existing clients) are sent.
Select the option that matches how you use the downstream system, then click Save.
How to change settings or disconnect later
You can update an integration any time without disrupting live calls.
Go back to Agents → Configure → Integrations.
Click the card for the integration you want to change.
Pick a different conversation scope and click Save, or click Disconnect to remove the integration entirely.
Disconnecting stops new data from flowing. It doesn't delete anything that's already been synced to your CRM.
Troubleshooting
A new conversation didn't show up in my CRM
If a call came in but you don't see it in your CRM, check these in order:
Open the integration card and confirm the status is connected, not Not connected.
Check the Which conversations should be sent? setting. If it's set to Only Existing Clients and the caller was a new lead (or vice versa), the conversation wouldn't have been sent.
Confirm you connected with the right account. If a team member connected with a personal account, leads may be landing in their private view, not the firm's shared pipeline.
Check if the call actually qualified as a lead or client conversation. Very short calls, wrong numbers, or hang-ups may not sync.
If it's still missing after those checks, email [email protected] with the link to the conversation and we'll trace it.
My CRM isn't on the list
If you use a CRM or practice management system Lexidesk doesn't natively support, you can still connect it using a custom webhook through Zapier, Make, or n8n. See How to connect Lexidesk to any CRM or tool with a custom integration for the full setup, including ready-made templates.
Can I extend what a native integration does?
Yes. You can keep your native integration (like Clio or HubSpot) turned on and layer a custom webhook on top to add extra logic, push data into a second system, or create records with specific custom fields. Both run side by side.